Letters from Larry: U.S. and China Stock Selection
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What a MEGA Week. And Happy Chinese New Year to you!
Happy Chinese New Year!! 🧧
Jan 31
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
What a MEGA Week. And Happy Chinese New Year to you!
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Massive Lock Out Rally Has Occurred: What's Next?
Informal note that reflects some personal thoughts - hope you enjoy.
Jan 23
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Massive Lock Out Rally Has Occurred: What's Next?
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The Play by Play from last week's market turmoil into today's Green God Candle after Inflation CPI
Alrighty - a brief public note to share on the markets after all the commotion that’s been happening.
Jan 15
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
The Play by Play from last week's market turmoil into today's Green God Candle after Inflation CPI
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Extreme Market Volatility Update: $UNH Rallies To DCF Base Case and Gold Continues to Shine
Special Offer: We try to help more people with membership pricing when our Opinions come to fruition.
Jan 10
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Extreme Market Volatility Update: $UNH Rallies To DCF Base Case and Gold Continues to Shine
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Audio: High Level Thoughts on this week (1/6-1/10) -Upcoming Jobs, Inflation, Dow Earnings Data
Pre-Market Audio Note
Jan 7
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Larry Cheung, CFA
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Can the Dow and Russell 2000 stop being turds (for once)?
Parody Title: But seriously, they need to hold up.
Jan 6
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Can the Dow and Russell 2000 stop being turds (for once)?
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Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
Hi Everyone - we got a considerably positive macro shift in headlines today with Trump aides discussing that he is looking at targeted tariffs rather…
Jan 6
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
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Dow Stocks DCF Update: Updated Table for Dow Stocks
Bookmark for Future Reference
Jan 2
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Dow Stocks DCF Update: Updated Table for Dow Stocks
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December 2024
Post FOMC Market Crash Update: Don't Sell.
Not time to get overly bearish.
Dec 18, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Post FOMC Market Crash Update: Don't Sell.
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China Stocks DCF Update: Updated DCF Table for KWEB ETF Stocks + H-Shares
Bookmark this for Future Reference
Dec 12, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
China Stocks DCF Update: Updated DCF Table for KWEB ETF Stocks + H-Shares
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MASSIVE CHINA RALLY HAS COME
SPECIAL Deal for Market Aligning with My Thoughts
Dec 9, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
MASSIVE CHINA RALLY HAS COME
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Tech Stocks DCF Update: Updated DCF Table for QQQ ETF Stocks
Bookmark this for Future Reference
Dec 2, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Tech Stocks DCF Update: Updated DCF Table for QQQ ETF Stocks
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